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Invesco Large Cap Value ETF
PWV

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$180M -$3.49M -73,755 -2%
Bank of America
2
Bank of America
North Carolina
$35.7M -$390K -8,256 -1%
LPL Financial
3
LPL Financial
California
$27M +$768K +16,243 +3%
UBS Group
4
UBS Group
Switzerland
$25.9M +$641K +13,553 +3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$19.5M -$482K -10,187 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$11.8M +$884K +18,698 +8%
SI
7
SimpliFi Inc
California
$10.6M +$10.3M +218,087 New
WBG
8
Wharton Business Group
Pennsylvania
$10.1M – – –
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$8.88M +$1.41M +29,898 +20%
FFA
10
Freedman Financial Associates
Massachusetts
$8.2M -$182K -3,841 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.96M -$176K -3,733 -2%
MAG
12
MRA Advisory Group
New Jersey
$7.33M +$2.75M +58,089 +63%
CFB
13
Cullen/Frost Bankers
Texas
$7.29M -$140K -2,963 -2%
Wells Fargo
14
Wells Fargo
California
$6.47M +$815K +17,247 +15%
UWPG
15
Ullmann Wealth Partners Group
Florida
$6.27M -$169K -3,582 -3%
TFS
16
TrustCore Financial Services
Tennessee
$6.16M -$2.78M -58,839 -32%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.72M -$235K -4,973 -5%
EH
18
Equitable Holdings
New York
$3.92M +$32.9K +697 +0.9%
IWC
19
Integrated Wealth Concepts
Massachusetts
$3.81M +$64.1K +1,357 +2%
KAS
20
Kestra Advisory Services
Texas
$3.76M +$171K +3,626 +5%
T
21
TCWP
Ohio
$3.4M +$3.3M +69,851 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.69M +$10.3K +217 +0.4%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$2.4M – – –
Baird Financial Group
24
Baird Financial Group
Wisconsin
$2.33M -$43.9K -928 -2%
SWM
25
Spire Wealth Management
Virginia
$2.18M +$142 +3 +0%
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